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FWGIX vs WIMVX
FWGIX vs WIMVX Comparison
Open Charts FWGIX vs WIMVX
American Funds Capital World Gr&Inc F3
Price$67.82
Change-$0.15 (-0.22%)
VolumeN/A
CapitalizationN/A
Segall Bryant & Hamill Glb All Cp Inst
Price$11.97
Change-$0.08 (-0.66%)
VolumeN/A
CapitalizationN/A
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FWGIX vs WIMVX Comparison Chart
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FWGIX vs. WIMVX commentary
Sep 21, 2024
To compare these two companies we present long-term analysis, their fundamental ratings and make comparative short-term technical analysis which are presented below. The conclusion is FWGIX is a StrongBuy and WIMVX is a Buy.
FUNDAMENTALS
Fundamentals
FWGIX has more cash in the bank: 128B vs. WIMVX (36.6M). FWGIX pays higher dividends than WIMVX: FWGIX (1.99) vs WIMVX (0.70). FWGIX was incepted earlier than WIMVX: FWGIX (8 years) vs WIMVX (17 years). FWGIX is a more actively managed with annual turnover of: 27.00 vs. WIMVX (24.00). WIMVX has a lower initial minimum investment than FWGIX: WIMVX (250000) vs FWGIX (1000000). WIMVX (26.19) and FWGIX (25.16) have marching annual gain over last year. FWGIX return over 5 years is better than : 47.14 vs. WIMVX (15.53).
| FWGIX | WIMVX | FWGIX / WIMVX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 8 years | 17 years | - |
| Gain YTD | 14.462 | 17.931 | 81% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 250000 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 128B | 36.6M | 349,727% |
| Annual Yield % from dividends | 1.99 | 0.70 | 285% |
| Returns for 1 year | 25.16 | 26.19 | 96% |
| Returns for 3 years | 9.83 | 11.22 | 88% |
| Returns for 5 years | 47.14 | 15.53 | 303% |
| Returns for 10 years | N/A | 26.66 | - |